Located in Troy, Ohio, Sam Brown CPA, Inc. serves hundreds of nonprofits and HUD properties. In Columbus, Ohio, Wells CPA, LLC  focuses exclusively on nonprofit audits and attest services. Down in Jacksonville, Florida, The Forde Firm  specializes in nonprofit accounting and assurance. Each firm adopted a mix of Thomson Reuters AI solutions, including CoCounsel Audit and Audit Intelligence to address staffing constraints, thin margins, and rising audit quality expectations. The firms use Analyze to automate population-level analysis and risk-focused sampling, and CoCounsel Audit to accelerate research and document analysis with authoritative support. Collectively, they report shorter cycle times on sampling and documentation, stronger linkage to risks, and better knowledge transfer to junior staff and peer-review-ready workpapers — while maintaining or improving margins through efficiency gains.

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